See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,512 | $53,596-69.2% | $90,645-81.8% | $64,186-74.3% |
| Participation rate | 64.6% | 64.5%+0.1pp | 74.0%-9.4pp | 69.6%-5.0pp |
| Annual return | -10.99% | 4.41%-15.4pp | 1.88%-12.9pp | 7.63%-18.6pp |
| Employer contribution / active EE | $814 | $1,503-45.9% | $2,532-67.9% | $2,381-65.8% |
| Participant deferral / active EE | $2,917 | $2,459+18.6% | $3,425-14.8% | $3,470-15.9% |
| Admin fee / account holder | $2,169 | $3,868-43.9% | $4,994-56.6% | $4,888-55.6% |